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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
ONST
501
Old North State Trust
North Carolina
$105K +$20.9K +199 +24%
AFG
502
Albion Financial Group
Utah
$103K – – –
TFO
503
Tarbox Family Office
California
$99K +$525 +5 +0.5%
FPB
504
First PREMIER Bank
South Dakota
$98K – – –
MHR
505
Matthew Hamilton Rosenberg
$96K +$97.7K +930 New
SAM
506
S.A. Mason
Michigan
$91K – – –
CHA
507
Carmichael Hill & Associates
Maryland
$81K -$1.58K -15 -2%
RDFA
508
Ritter Daniher Financial Advisory
Ohio
$77K – – –
GAM
509
Gemmer Asset Management
California
$75K -$68.5K -652 -47%
TAM
510
Townsend Asset Management
North Carolina
$75K +$76.2K +725 New
CFFP
511
Center for Financial Planning
Michigan
$68K – – –
TIM
512
Tortoise Investment Management
New York
$68K – – –
KTC
513
Kistler-Tiffany Companies
Pennsylvania
$66K +$315 +3 +0.5%
MIM
514
Macroview Investment Management
Maryland
$65K +$8.83K +84 +15%
AW
515
Alaethes Wealth
Nevada
$63K – – –
AC
516
AlphaCore Capital
California
$62K +$63K +600 New
KFI
517
Key Financial Inc
Pennsylvania
$60K – – –
LFG
518
Larson Financial Group
Missouri
$60K +$50.6K +482 +482%
CIAS
519
Capital Investment Advisory Services
North Carolina
$59K – – –
ETI
520
Enterprise Trust & Investment
California
$58K +$59.5K +566 New
SC
521
Steph & Co
Wisconsin
$57K – – –
S
522
SignatureFD
Georgia
$56K -$4.94K -47 -8%
GEA
523
Glen Eagle Advisors
New Jersey
$54.6K – – –
RP
524
Rice Partnership
Hawaii
$54K – – –
CFN
525
Cordasco Financial Network
Florida
$53K – – –
19 20
21
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